Company

The Accounts team relies on several software programs, including Team Drive and TeamPassword for our day to day roles. You’ll gradually learn the ins and outs of these as you grow in your role and have demonstrations from other team members. This quiz serves as a quick overview of our processes for organizing internal files.

Step 1 of 8

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How does the Accounts team most commonly use Hubspot?*

Create and maintain client deals

Check which “deal stage” a client is in

Utilize templates for client communication

A central location for client contact information

All of the above

How do we use templates to interact with clients?*

We’ve created templates to use for common/standard interactions with clients

Hubspot templates automatically sends out responses to clients for us

We use Hubspot templates to connect a solutionist back to the client

We actually don’t use them

Where can you find training information to set up a new deal in Hubspot?*

Team Drive-Account Managers-Training

Team Drive-Clients-MarketSmart (1)

Team Drive-Dashboard-Training

Team Drive-Account Managers-Wireframes

What does the Accounts team generally use Quickbooks for?*

Where can you find training information on how to set up a client in Quickbooks?*

Team Drive-Account Managers-Training

Team Drive-Clients-MarketSmart (1)

Team Drive-Dashboard-Training

Team Drive-Account Managers-Wireframes

When inputting a project into Quickbooks, what purpose does it serve to create a client, then a corresponding subclient?*

Where do we put the client project number generated from Quickbooks? Select all that apply.*

Hubspot deal

Google calendar events

Email to Bookkeeping for invoice

Trello

Notes for the Monday morning meeting

Project briefs

Notes for goals meeting with Greg and Zach

Hubspot templates

Do you have any questions for us about Hubspot, Quickbooks, or other programs we use regularly?*

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